SSGA Investment Solutions Group - Junior Portfolio Management Analyst
- Employer
- State Street UK
- Location
- Kraków, Poland
- Salary
- Competitive
- Closing date
- Mar 22, 2019
View more
- Job Function
- Other
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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The role of the portfolio management analyst is to provide investment support to the portfolio management team of the Investment Solutions Group with a specific focus:
Portfolio monitoring and management Portfolio analytics and research Team support
This team will provide support to ISG investment teams in EMEA, North America and Asia Pacific.
The role will focus on the following missions:
Portfolio Monitoring and Management
The candidate should possess good mathematical, decision-making and communication skills.
A undergraduate degree in one of the following disciplines is preferable:
Portfolio monitoring and management Portfolio analytics and research Team support
This team will provide support to ISG investment teams in EMEA, North America and Asia Pacific.
The role will focus on the following missions:
Portfolio Monitoring and Management
- Assisting investment managers in the preparation and monitoring of daily cash flow and rebalancing activity for portfolios
- Providing assistance in the management of asset class fund of funds and strategic asset allocation portfolios
- Monitor cash and FX positions to avoid overdraft and alert PMs
- Monitor currency hedging and hedged ratio in liaison with the Portfolio management team
- Monitor portfolio positions in line with guidelines, risk and position limits and escalate promptly to managers deviations
- Develop and maintain portfolio oversight reports - performance and exposures for management oversight and non-standard, mandate-specific requirements
- Transaction Cost Analysis review to help the Portfolio management team in improving the trading process with the trading desk
- Custom client reporting, ad hoc client inquiries
- Investment review of underlying building blocks with a specific focus on fund (including ETF) monitoring - vendor concentration, cost effectiveness, consistency of performance results
- Run strategic and tactical optimizations on portfolio managers' behalf using the Investment Solutions Group's tools and inputs.
- Meeting with and providing information to fund managers; this might include summaries of research, investment ideas, key events from the proceeding day as well as key drivers for the day/week ahead
- Ensuring that all compliance regulations are met.
- Building and generating reports regarding investment portfolios, performances and trends on a regular basis (from daily to quarterly).
The candidate should possess good mathematical, decision-making and communication skills.
- Understanding risks associated with investing
- Maintaining knowledge of market and economic trends
- Knowing various investment types, such as mutual funds, stocks and bonds
- Basic programming skills (VBA or Matlab)
- Communication skills
- Ability to work effectively in a team
- initiative, flexibility and innovation
- Interest in current affairs and an appreciation of their impact on the market
- Commitment to further study and qualifications
- Language skills and a global mind-set - for international organisations.
- Possess CFA certification or committed to reach the CFA certification in the short term (1-3 years)
- Knowledge of Microsoft Excel, VBA and PowerPoint
A undergraduate degree in one of the following disciplines is preferable:
- accounting
- economics
- finance
- mathematics
- statistics.
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